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Rivernorth Managed shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Rivernorth Managed (RMM) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Rivernorth Managed

Tip: Access up to 7 years of quarterly data

All positions including Rivernorth Managed held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rivernorth Managed by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $153k 10k 15.26
2024-03-31 $150k 10k 14.97

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Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

Top funds holding Rivernorth Managed

Wells Fargo & Company
Stratos Wealth Partners
Morgan Stanley
Royal Bank of Canada
Stifel Financial
ProVise Management Group
Kestra Advisory Services
Advisors Asset Management
U.S. Capital Wealth Advisors
LPL Financial
Robinson Capital Management
Raymond James & Associates
Branch Banking & Trust Company
Pensionmark Financial Group
Rockefeller Capital Management

View all funds holding Rivernorth Managed